Part 3: Independent Competitor
By Staff WriterA new portfolio-reporting package is on the market challenging Advent and Centerpiece in the RIA market. I'm happy to report the emergence of eWebPortfolio.com, but...
November 01, 2002
Part 1: Planning to GoMoneyGuide Pro from Pie Technologies, a leading contender among the new breed of Web-based planning software applications, delivers the benefits of such applications, including slick...
November 01, 2002
Tell Me A StoryLet's start with the premise that most everyone you want to work with has half a million dollars and up, and a fool and his...
November 01, 2002
Winds of ChangeArturo Tabuenca is proud to call himself a socially responsible investment consultant. Contrary to what you might think, however, he does not go to work...
November 01, 2002
Easing the TransitionNationwide, there are about 52,000 CPA firms and 190,000 individual CPAs in public practice. Each year, an increasing number of accountants either become financial advisors...
November 01, 2002
The Principal of the ThingAnew wrinkle in hedge funds is taking hold in the United States: principal protected hedge funds. These products have been used extensively in Europe, Asia,...
November 01, 2002
Front Seat DriverAltruistic charitable giving notwithstanding, philanthropy is pretty much a fourth-quarter phenomenon. Given the outpouring of donations following 9/11 (individuals contributed some $1.25 billion while foundations...
November 01, 2002
Part 1:Down Under RisingLately, I bet you've heard from more than one client who suggested, in language that I can't repeat here, that you should have put his...